About the Firm
With over 35 years as a partner firm of The Openwork Partnership, this well-established business specialises in all aspects of financial planning, with a core focus on wealth management — from investment planning and retirement solutions to estate planning. Known for building enduring client relationships and delivering service that goes above and beyond, they have become a trusted name in financial advice.
About the Role
As a Financial Advisor and Business Partner, you will take the lead on the wealth management arm of the business, providing holistic financial advice to a loyal and engaged client base. With an existing client bank of c.£12 million AUM, you will be responsible for ongoing servicing, identifying new planning opportunities, and ensuring continuity of exceptional client care. You will also play a central role in business decision-making and future growth strategy.
The benefits as a Financial Advisor:
* The opportunity to shape and drive a business where your voice matters.
* Accelerated pathway to becoming a principal in an established firm with shareholding potential.
* Self-employed model offering flexibility and high earning potential.
* Guaranteed income from servicing an existing wealth client bank (circa £12 million AUM).
* Exceptional commission splits.
* Remote working, with some in-person client meetings required.
* Clients predominantly located across Kent and London.
* Admin support to allow more time with clients.
* Join a firm with 35+ years of success in the market.
Your responsibilities as a Financial Advisor will include:
* Provide high quality, holistic Wealth and investment advice to existing and new clients.
* Manage the ongoing servicing and retention of the client bank.
* Conduct regular reviews and maintain compliant, up to date records.
* Identify opportunities for growth within the wealth client base.
* Support the day to day running of the business, contributing to strategic decisions.
* Stay current with market developments and maintain CPD requirements.
What will you need to succeed as a Financial Advisor?
* Must hold a level 4 financial advice qualification (DipFA, CII Diploma, or equivalent).
* Significant experience delivering investment and retirement planning advice.
* Strong interpersonal and relationship management skills.
* A commercial mindset and desire to help shape the future of the business.
* Must be located around Kent and South London.
The firm is an appointed representative of The Openwork Partnership, we are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including our ownership structure – at The Openwork Partnership we are owned by our appointed representative firms, Bain Capital and our employees so is somewhat of a democracy. We boast a broad proposition with deep ties to providers, and being one of the largest advice networks in the UK, we have some serious resources at our disposal, and put the development of our colleagues, advisers and firm support staff first, with our very own Business School. Here at The Openwork Partnership we all come together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.